# Best Proposal Software - Page 7

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 293+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Proposal Software
 ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=19019&focus%5B%5D=164780&focus%5B%5D=6327)

Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, DealHub AI, Anchor, and Ignition.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=dealhub-ai&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition)

**Sponsored**

### altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-01T14%3A02%3A15Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fpage%3D7%26post_lead_product%3Drfp360&secure%5Btoken%5D=d9fb92ba607346b568bf1dd76fef92816dbcd4eb071cafb90ce4d07707c1ce45&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo)

### [Momenteo](https://www.g2.com/products/momenteo/reviews)

Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.

**Average Rating:** 4.4/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Momenteo?

- **Ease of Use:** 9.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Momenteo?

- **Seller:** [Momenteo](https://www.g2.com/sellers/momenteo)
- **Year Founded:** 2014
- **HQ Location:** Quebec
- **Twitter:** @Momenteo  
295 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=345be1219fa52fa542d8474b4da9ad3d56abc007b6ece07070b160d0069a7a73&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3795857%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 46% Small, 31% Large

#### What Are Recent G2 Reviews of Momenteo?

**["Nice Product for keeping Track"](https://www.g2.com/survey_responses/momenteo-review-8263463)**

**Rating:** 4.0/5.0 stars

_— Suvi P._

[Read full review](https://www.g2.com/survey_responses/momenteo-review-8263463)

**["Essential for EU VAT Compliance, But Needs Better Integration"](https://www.g2.com/survey_responses/momenteo-review-13058299)**

**Rating:** 4.5/5.0 stars

_— Landrum L._

[Read full review](https://www.g2.com/survey_responses/momenteo-review-13058299)

#### What Are G2 Users Discussing About Momenteo?

- [What is Momenteo used for?](https://www.g2.com/discussions/what-is-momenteo-used-for)

### [NiftyQuoter](https://www.g2.com/products/niftyquoter/reviews)

NiftyQuoter helps you create beautiful proposals and quotes for your clients easily.

**Average Rating:** 4.0/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate NiftyQuoter?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind NiftyQuoter?

- **Seller:** [NiftyQuoter](https://www.g2.com/sellers/niftyquoter)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 33% Medium

#### What Are Recent G2 Reviews of NiftyQuoter?

**["Useful tool to help automate sales quotes"](https://www.g2.com/survey_responses/niftyquoter-review-4835322)**

**Rating:** 4.5/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/niftyquoter-review-4835322)

**["Makes the ENTIRE proposal process seamless"](https://www.g2.com/survey_responses/niftyquoter-review-566254)**

**Rating:** 5.0/5.0 stars

_— Amy A._

[Read full review](https://www.g2.com/survey_responses/niftyquoter-review-566254)

#### What Are G2 Users Discussing About NiftyQuoter?

- [What is NiftyQuoter used for?](https://www.g2.com/discussions/what-is-niftyquoter-used-for)

### [seProposals](https://www.g2.com/products/seproposals/reviews)

seProposals allows you to point and click to create proposal content and assemble proposals in a visually stunning PDF document that can be professionally printed, output on your office printer, or emailed.

**Average Rating:** 5.0/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate seProposals?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind seProposals?

- **Seller:** [salesElement](https://www.g2.com/sellers/saleselement)
- **Year Founded:** 2003
- **HQ Location:** Pearl River, US
- **Twitter:** @salesElement  
416 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=987c083ba0ec6300375115e1407807a7b3633da9ee99337900cb76a57d11b495&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F126117%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Are Recent G2 Reviews of seProposals?

**["Effective, Targeted Proposal Automation that "plays within itself""](https://www.g2.com/survey_responses/seproposals-review-119185)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/seproposals-review-119185)

**["This is the best quoting tool I have ever used!"](https://www.g2.com/survey_responses/seproposals-review-117676)**

**Rating:** 5.0/5.0 stars

_— Jenny B._

[Read full review](https://www.g2.com/survey_responses/seproposals-review-117676)

#### What Are G2 Users Discussing About seProposals?

- [What is seProposals used for?](https://www.g2.com/discussions/what-is-seproposals-used-for)

### [MonetizeNow](https://www.g2.com/products/monetizenow/reviews)

MonetizeNow is an AI-powered unified CPQ, Billing, Metering, and Revenue platform purpose-built for modern B2B SaaS companies. Unlike legacy quote-to-cash tools that require stitching together separate CPQ, billing, and usage systems, MonetizeNow is built on a single contract-centric data model. This helps revenue teams manage the full lifecycle — quoting, approvals, amendments, renewals, usage billing, invoicing, revenue recognition, and reporting — from one unified platform. MonetizeNow supports complex SaaS monetization models including subscriptions, usage-based pricing, credits, minimum commits, ramps, co-terming and proration. Furthermore, MonetizeNow supports PLG, SLG and resellers seamlessly.

**Average Rating:** 4.9/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate MonetizeNow?

- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind MonetizeNow?

- **Seller:** [MonetizeNow](https://www.g2.com/sellers/monetizenow)
- **Company Website:** monetizenow.io
- **Year Founded:** 2021
- **HQ Location:** Santa Clara, CA
- **Twitter:** @MonetizeNowIo  
38 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9b58d64dde9cc3b66a46d9a3e2f868af87120487c2ee808c3b7e0e3222518873&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmonetizenow%2F&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 57% Medium, 35% Small

#### What Do G2 Reviewers Say About MonetizeNow?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive support** from MonetizeNow, consistently getting proactive help and quick answers to their needs.
- Users value the **ease of use** of MonetizeNow, appreciating its intuitive UI and responsive support team.
- Users value the **significant efficiency gains** from MonetizeNow, simplifying complex tasks and enhancing overall productivity.
- Users value the **exceptional support** from MonetizeNow, appreciating their responsiveness and problem-solving approach.
- Users value the **billing efficiency** of MonetizeNow, appreciating its automation and excellent support during implementation.

##### Cons

- Users note **missing features** in MonetizeNow, requiring heavy customization and still awaiting essential updates and bug fixes.
- Users find the **difficult customization** process challenging, especially for complex billing and configuration needs.
- Users find it frustrating that **current usage data cannot be pulled** , complicating reporting and analysis tasks.
- Users find **system limitations** frustrating, as current features don't meet complex billing needs and lack detail.
- Users find the **complexity of implementation** challenging, especially those without coding experience in configuring pricing rules.

#### What Are Recent G2 Reviews of MonetizeNow?

**["Reliable Billing with Stellar Support"](https://www.g2.com/survey_responses/monetizenow-review-12304886)**

**Rating:** 5.0/5.0 stars

_— Margot B._

[Read full review](https://www.g2.com/survey_responses/monetizenow-review-12304886)

**["MonetizeNow Streamlines Contracts with Best-in-Class Customer Success"](https://www.g2.com/survey_responses/monetizenow-review-12209417)**

**Rating:** 5.0/5.0 stars

_— Payton M._

[Read full review](https://www.g2.com/survey_responses/monetizenow-review-12209417)

### [Catapult](https://www.g2.com/products/catapult-hq-inc-catapult/reviews)

Catapult is a turn-key all-in-one Request for 'Anything' (RFx) platform that empowers procurement departments, RFP teams, and contract-sourcing departments to get to DONE faster. Collaborate with various permission levels of team members, manage multiple content databases, track bottlenecks, and evaluate existing partner relationships. Requestor (Issuer), Responder, and Content Management all in one platform! Take advantage of our industry-leading onboarding and 24/7 customer support alongside a robust library of support articles and videos. Whether your organization handles 10 or 10,000 RFx projects a year, reach out to us at Catapult about creating a custom and unique solution to fit the specific needs of your team. Audit tracking and competitive insights & analytics enable you to optimize demand planning processes while simultaneously expanding your prospective pool of clients! Key Features: Automated Responses, Team Collaboration, Content Management, Compliance Oversight, Progress Tracking, Activity Insights & Analytics, Industry Templates, Instant Report Generation, Custom Reporting and Exports, Library Imports, Content Auto-mapping & Nesting, SME Reviews, Version Control, Custom Scoring & Evaluation, Backups, 24/7 Support, Help Center, Support of Multiple Library Databases, EU-US Privacy Shield, SSO, Encrypted Passwords and Credentials Storage, Cloud Security Alliance.

**Average Rating:** 4.3/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Catapult?

- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Catapult?

- **Seller:** [Catapult HQ](https://www.g2.com/sellers/catapult-hq)
- **Year Founded:** 2017
- **HQ Location:** Fort Mill, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b12ab4c04e01aea39f1c598cffdb86876ea2a9cf6b007927beefbd74bf831375&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcatapulthq%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 55% Small, 45% Medium

#### What Do G2 Reviewers Say About Catapult?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy setup** of Catapult, finding it beneficial for establishing HSA accounts effortlessly.

#### What Are Recent G2 Reviews of Catapult?

**["HSA Help"](https://www.g2.com/survey_responses/catapult-review-11249418)**

**Rating:** 5.0/5.0 stars

_— Aubrynn B._

[Read full review](https://www.g2.com/survey_responses/catapult-review-11249418)

**["Amazing Experience"](https://www.g2.com/survey_responses/catapult-review-9758282)**

**Rating:** 5.0/5.0 stars

_— Tahira Khan A._

[Read full review](https://www.g2.com/survey_responses/catapult-review-9758282)

### [Proposal Architect](https://www.g2.com/products/proposal-architect/reviews)

The Proposal Writing Recipe gives you step-by-step instructions for turning an RFP into a winning proposal. Our recipe gives you the perfect blend of ingredients to produce compliant results every time.

**Average Rating:** 4.3/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Proposal Architect?

- **Ease of Use:** 6.7/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Proposal Architect?

- **Seller:** [Fedmarket.com](https://www.g2.com/sellers/fedmarket-com)
- **Year Founded:** 1996
- **HQ Location:** Ketchum, US
- **Twitter:** @GSA\_Tips  
146 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f9c456c42cdaa0227ca96378af91094a6e419dd1ccf83729d16dba3b3b1518dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffedmarket.com&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

#### What Are Recent G2 Reviews of Proposal Architect?

**["Best Tool for Project Proposals"](https://www.g2.com/survey_responses/proposal-architect-review-7741180)**

**Rating:** 4.0/5.0 stars

_— Bulbul Raj R._

[Read full review](https://www.g2.com/survey_responses/proposal-architect-review-7741180)

**["My review for Proposal Architect"](https://www.g2.com/survey_responses/proposal-architect-review-7684258)**

**Rating:** 5.0/5.0 stars

_— Lavisha B._

[Read full review](https://www.g2.com/survey_responses/proposal-architect-review-7684258)

### [Ratio](https://www.g2.com/products/ratio/reviews)

Ratio is the Closing Motion Platform for B2B technology scale-ups. Most scale-ups treat close as a signature, then wait on cash through fragmented handoffs. Proposals sit with sales, payment terms bounce to finance, billing is configured somewhere else, and collections happen in yet another system. Every handoff adds delay, error, and revenue leakage. It gets worse when you bill monthly. You can win the deal and still collect the value over months. Ratio consolidates the fragmented close into one motion. Proposals. One link with terms, payment options, and checkout built in. The buyer picks how they want to pay, accepts, and moves forward. No separate documents, no chasing signatures, no toggling between tools to close the deal. BNPL. Offer buyers flexible payment terms at the moment of close. They pay over time, you collect total contract value upfront. No discounting to force annual prepayment, no monthly billing drag. Renewals. When the current contract expires, the next one starts automatically. Terms are re-evaluated, pricing is updated, and the same post-close flow runs again. No manual renewal work and no gaps in coverage. Collections. Follow-ups, disputes, and delinquency management stay connected to the original proposal terms, so there is no reconciliation across disconnected systems. Less AR workload and faster recovery. An AI orchestration layer runs the motion. Risk is priced in real time, approvals route automatically, and renewals trigger on schedule. Specialized agents handle deal desk pricing, buyer checkout, risk scoring, and collections follow-up, and each one learns from every deal funded on the platform. Ratio is headless, so it embeds inside your CRM and the tools your team already works in. What scale-ups see with Ratio: 60%+ revenue uplift. 20-30% higher win rates by removing budget friction from the sales process. Total contract value collected upfront while buyers pay monthly. Less discounting to force annual prepayment. Fewer tools to run the closing motion. Built for CROs who need to close without discounting, RevOps and deal desk teams who need one controlled flow, and CFOs who need predictable cash. Close is not a signature. Close is cash upfront.

**Average Rating:** 4.7/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Ratio?

- **Ease of Use:** 9.6/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Ratio?

- **Seller:** [Ratio](https://www.g2.com/sellers/ratio)
- **Company Website:** www.ratiotech.com
- **Year Founded:** 2021
- **HQ Location:** San Mateo, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dc054bbc6550f4483e93cb41f26daf88d09b191498d65fc39d3138446ef529f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fratio-tech&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive
- **Company Size:** 53% Medium, 29% Large

#### What Do G2 Reviewers Say About Ratio?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Ratio's **ease of use** exceptional, enhancing workflows with seamless integration and a user-friendly experience.
- Users value the **easy setup** of Ratio, making onboarding and payments straightforward and user-friendly.
- Users value the **quick and flexible payment processing** of Ratio, enhancing cash flow and partner relationships.
- Users commend the **outstanding customer support** from Ratio, ensuring quick assistance and enhancing their sales process efficiency.
- Users value the **speed and efficiency** of Ratio, enhancing sales processes and ensuring quick cash collection.

##### Cons

- Users experience **slow performance** with delayed codes and prolonged loading times, impacting their overall satisfaction.
- Users find the **strict eligibility criteria** challenging, especially with the requirement for exact business details.
- Users find that the **manual approval process** can delay their experience due to insufficient credit history for brands.
- Users face **approval process issues** due to manual interventions when brands lack extensive credit history.
- Users often experience **delays in receiving one-time codes** , which can hinder their access and usability of Ratio.

#### What Are Recent G2 Reviews of Ratio?

**["Effortless Payment Creation and Processing That Streamlines Revenue"](https://www.g2.com/survey_responses/ratio-review-13163181)**

**Rating:** 5.0/5.0 stars

_— TYLER R._

[Read full review](https://www.g2.com/survey_responses/ratio-review-13163181)

**["Easy for Clients, with a Clear Line-by-Line Fee Breakdown"](https://www.g2.com/survey_responses/ratio-review-13163195)**

**Rating:** 5.0/5.0 stars

_— Jude P._

[Read full review](https://www.g2.com/survey_responses/ratio-review-13163195)

### [Sellizer](https://www.g2.com/products/sellizer-sellizer/reviews)

Sellizer is a sales engagement tool that gives you full visibility into what happens after you send a proposal. Instead of guessing whether a prospect read your offer, you see the exact moment they opened it, how long they spent on each page, which sections they revisited, and who else they shared it with. Real-time notifications let your sales team follow up at the highest-intent moment - when the prospect is actively reading. Automated, scheduled follow-ups keep deals moving without manual effort, and detailed engagement analytics help you identify which proposals, pages, and pricing structures actually convert. Sellizer integrates with leading CRMs including HubSpot, Pipedrive, Salesforce, Zoho, Monday, Dynamics 365, Raynet, and Firmao, so proposal activity flows directly into your sales workflow. Built for B2B sales teams that send proposals as PDFs and want to close more deals based on data, not guesswork.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Sellizer?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Sellizer?

- **Seller:** [Sellizer](https://www.g2.com/sellers/sellizer)
- **Year Founded:** 2018
- **HQ Location:** Rzeszów, PL
- **Twitter:** @sellizer  
10 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30f3823675ecbf5a4ca1920951bfa0911e00fb0cdf58dc6b7dda79594b32f086&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsellizer&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Sellizer?

**["Clear proposal engagement signals helping us time follow-ups better"](https://www.g2.com/survey_responses/sellizer-review-12789294)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/sellizer-review-12789294)

**["Remarketing Tag in Proposals"](https://www.g2.com/survey_responses/sellizer-review-13148641)**

**Rating:** 5.0/5.0 stars

_— Dominika G._

[Read full review](https://www.g2.com/survey_responses/sellizer-review-13148641)

### [uman.ai](https://www.g2.com/products/uman-ai/reviews)

Be the Best-Prepared Sales Team Uman.ai automates 90% of your sales preparation, giving you back time and helping your team focus on what truly matters—the human side of sales. Powered by AI, Uman combines external insights, CRM data, and your portfolio of products and services to deliver the perfect prep for every sales meeting. With Uman.ai, B2B sales teams save over 20 hours per week and feel confident tackling even the most complex sales conversations. Whether it’s prospect research, personalized content generation, or identifying relevant cases and offerings, Uman provides everything you need—without lifting a finger.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate uman.ai?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind uman.ai?

- **Seller:** [uman.ai](https://www.g2.com/sellers/uman-ai)
- **Year Founded:** 2019
- **HQ Location:** Ghent, BE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68a3745a2aa2e8db00782e4f47fbcbc723e4518dce8bc40e20a60e6d1f73a553&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fumanai%2F&secure%5Burl_type%5D=linkedin_company_website)  
79 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 25% Large

#### What Are Recent G2 Reviews of uman.ai?

**["Fast and accurate results we can really work with"](https://www.g2.com/survey_responses/uman-ai-review-7626967)**

**Rating:** 4.5/5.0 stars

_— Jules V._

[Read full review](https://www.g2.com/survey_responses/uman-ai-review-7626967)

**["Augmented search and knowledge management capabilities for our sales team"](https://www.g2.com/survey_responses/uman-ai-review-7607993)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/uman-ai-review-7607993)

### [WeSuite](https://www.g2.com/products/wesuite/reviews)

WeSuite provides lead management, powerful & flexible quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support.

**Average Rating:** 3.9/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate WeSuite?

- **Ease of Use:** 7.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind WeSuite?

- **Seller:** [WeSuite](https://www.g2.com/sellers/wesuite)
- **Year Founded:** 2008
- **HQ Location:** White Plains, US
- **Twitter:** @WeSuite  
711 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8996fad72998616937269c68842ee1d5e701fe89cb8abc38620bc3a2243cbe63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwesuite%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

#### What Are Recent G2 Reviews of WeSuite?

**["Effective way to manage & grow"](https://www.g2.com/survey_responses/wesuite-review-5375070)**

**Rating:** 5.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/wesuite-review-5375070)

**["Despite Sales Tool"](https://www.g2.com/survey_responses/wesuite-review-8156945)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/wesuite-review-8156945)

#### What Are G2 Users Discussing About WeSuite?

- [What is WeSuite used for?](https://www.g2.com/discussions/what-is-wesuite-used-for)

### [Axiom Sales Manager](https://www.g2.com/products/axiom-sales-manager/reviews)

Axiom Sales Manager is a web-based sales application that empowers sales efficiency for both your sales force and sales management. With Axiom, your sales force effectively creates quotes and proposals for their customers while you effectively administer your sales force, your product pricing and your sales pipeline.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Axiom Sales Manager?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Axiom Sales Manager?

- **Seller:** [Raeko Software](https://www.g2.com/sellers/raeko-software)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Axiom Sales Manager?

**["A highly effective software to boost sales force and management."](https://www.g2.com/survey_responses/axiom-sales-manager-review-4436930)**

**Rating:** 4.5/5.0 stars

_— Elion-Jee A._

[Read full review](https://www.g2.com/survey_responses/axiom-sales-manager-review-4436930)

**["Axiom Sales Manager an efficient software to boost sales."](https://www.g2.com/survey_responses/axiom-sales-manager-review-4448432)**

**Rating:** 4.5/5.0 stars

_— Boschma C._

[Read full review](https://www.g2.com/survey_responses/axiom-sales-manager-review-4448432)

#### What Are G2 Users Discussing About Axiom Sales Manager?

- [What is Axiom Sales Manager used for?](https://www.g2.com/discussions/what-is-axiom-sales-manager-used-for)

### [BahaQuote Software](https://www.g2.com/products/bahaquote-software/reviews)

Bahaquote.com quote software is the step taken towards automating the entire price estimation process that satisfies customers with its range of managing quote services and the member based free and paid subscription packages available.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate BahaQuote Software?

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind BahaQuote Software?

- **Seller:** [Andy Singh](https://www.g2.com/sellers/andy-singh)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Are Recent G2 Reviews of BahaQuote Software?

**["This software helps best in online invoicing."](https://www.g2.com/survey_responses/bahaquote-software-review-4448434)**

**Rating:** 4.5/5.0 stars

_— Boschma C._

[Read full review](https://www.g2.com/survey_responses/bahaquote-software-review-4448434)

**["Bahaquote software has given a whole new level to quotes."](https://www.g2.com/survey_responses/bahaquote-software-review-4436950)**

**Rating:** 4.5/5.0 stars

_— Alfered E._

[Read full review](https://www.g2.com/survey_responses/bahaquote-software-review-4436950)

#### What Are G2 Users Discussing About BahaQuote Software?

- [What is BahaQuote Software used for?](https://www.g2.com/discussions/what-is-bahaquote-software-used-for)

### [ClientSky](https://www.g2.com/products/clientsky/reviews)

Beautiful, Online Client Sales Proposals.Increase sales proposal conversion and shorten the client sales cycle with ClientSky.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate ClientSky?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ClientSky?

- **Seller:** [Jaroop](https://www.g2.com/sellers/jaroop)
- **Year Founded:** 2010
- **HQ Location:** West Hartford, US
- **Twitter:** @Jaroop  
330 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89904d4c4909069340036adfbc7bce7447bf14ce5f1d685b87d522875914335a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjaroop&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

#### What Are Recent G2 Reviews of ClientSky?

**["Organized and effective"](https://www.g2.com/survey_responses/clientsky-review-7192611)**

**Rating:** 5.0/5.0 stars

_— Luke W._

[Read full review](https://www.g2.com/survey_responses/clientsky-review-7192611)

**["Sales proposals made easier"](https://www.g2.com/survey_responses/clientsky-review-7201370)**

**Rating:** 4.5/5.0 stars

_— Verified User in Defense & Space_

[Read full review](https://www.g2.com/survey_responses/clientsky-review-7201370)

### [DirectRFP](https://www.g2.com/products/directrfp/reviews)

RFP technology platform built to solicit exact and measurable responses. DirectRFP solves the key RFP management challenges experienced by procurement professionals. DirectRFP is the only solution that allows procurement teams to easily create, share, structure, measure, and analyse RFPs to find the best and exact solution for their business needs without the ambiguity and confusion of traditional paragraph-based answers. Offering a 60% reduction in creation time and 50% reduction in costs.

**Average Rating:** 4.2/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate DirectRFP?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DirectRFP?

- **Seller:** [DirectRFP](https://www.g2.com/sellers/directrfp)
- **Year Founded:** 2018
- **HQ Location:** Roseville, US
- **Twitter:** @Direct\_RFP  
29 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42d4bd4d120b7fafe18750fde2b37a2165536b6cfdcf1d9ac5ea432a073d369f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdirectrfp&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Small, 33% Large

#### What Are Recent G2 Reviews of DirectRFP?

**["Simplifies the RFP Creation Process"](https://www.g2.com/survey_responses/directrfp-review-7247582)**

**Rating:** 4.0/5.0 stars

_— Alexander A._

[Read full review](https://www.g2.com/survey_responses/directrfp-review-7247582)

**["Great way to streamline running RFPs"](https://www.g2.com/survey_responses/directrfp-review-7191829)**

**Rating:** 4.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/directrfp-review-7191829)

### [FigsFlow](https://www.g2.com/products/figsflow/reviews)

FigsFlow is an all-in-one client onboarding and compliance platform built for UK accountants, bookkeepers and tax advisers. It automates the entire client onboarding journey in a single workflow, from service pricing and proposal generation to engagement letter creation, e-signatures, KYC and AML verification, and EDD where required. Create fully branded proposals in minutes using 100+ customisable templates, generate compliant engagement letters aligned to ACCA, ICAEW, CIOT, ATT, AAT and CIMA standards, and set consistent firm wide pricing with the advanced pricing calculator. The built in AML and KYC module handles electronic ID verification, sanctions and PEP screening, risk assessments with automatic screening, and ongoing monitoring, with complete timestamped audit trails for HMRC supervision visits. Built by accountants for accountants, FigsFlow replaces the need for multiple disconnected tools, helping firms onboard clients faster, stay ready under MLR 2017, and reduce the cost of running a compliant practice. It integrates with Xero, QuickBooks, Stripe, GoCardless, Adfin, HubSpot, Outlook, Gmail, Companies House and Zapier, and includes real time proposal tracking, built in e-signatures, a secure client document portal and analytics dashboards covering sent proposals, conversion rates and revenue. Pricing starts at £8 per month for proposals and engagement letters, with the AML and KYC module available from £10 per month plus £2.10 per check, making FigsFlow one of the most affordable end to end onboarding and compliance platforms for UK accounting firms. A 30 day free trial is available, with no credit card required and no setup fees.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate FigsFlow?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind FigsFlow?

- **Seller:** [FIGS FLOW LIMITED](https://www.g2.com/sellers/figs-flow-limited)
- **Year Founded:** 2023
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=819376208d0c13e8a7dbd3b73d17b22d6a63dc7ee3653e5e5f3d11b96c4f7711&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffigsflow&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Do G2 Reviewers Say About FigsFlow?

_AI-generated summary from verified user reviews_

##### Pros

- Users are impressed with the **abundance of pre-built templates** in FigsFlow, enhancing efficiency for accountancy services.
- Users value the **easy editing features** of FigsFlow, allowing instant customization of proposals and engagement letters.
- Users love the **extensive collection of pre-built templates** in FigsFlow, streamlining their accountancy services efficiently.
- Users appreciate the **extensive customization options** of FigsFlow, especially with its range of pre-built templates.
- Users appreciate the **ease of use** of FigsFlow, making proposal and engagement letter production efficient and straightforward.

##### Cons

- Users are concerned about **billing issues** due to the lack of essential Xero integration, which is pending.
- Users find the **lack of fee alignment and upsell options** in FigsFlow limits its overall usability.
- Users miss the **bulk pricing update feature** in FigsFlow, hindering efficient price adjustments across their offerings.

#### What Are Recent G2 Reviews of FigsFlow?

**["Brilliant proposal and engagement letter software for accountants"](https://www.g2.com/survey_responses/figsflow-review-10739717)**

**Rating:** 5.0/5.0 stars

_— Bibek P._

[Read full review](https://www.g2.com/survey_responses/figsflow-review-10739717)

**["Pre-built templates for all of our accountancy services"](https://www.g2.com/survey_responses/figsflow-review-11103061)**

**Rating:** 5.0/5.0 stars

_— Sterling W._

[Read full review](https://www.g2.com/survey_responses/figsflow-review-11103061)

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Spotlight Categories

[Operational Risk Management Software](https://www.g2.com/categories/operational-risk-management)

[E-Commerce Platforms](https://www.g2.com/categories/e-commerce-platforms)

[Sales Enablement Software](https://www.g2.com/categories/sales-enablement)

[Workforce Management Software](https://www.g2.com/categories/workforce-management)

[Customer Service Automation Software](https://www.g2.com/categories/customer-service-automation)

Similar Categories

- [CPQ](/categories/cpq)
- [Pricing](/categories/pricing)

- [Quote-to-Cash](/categories/quote-to-cash)
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[Browse Proposal Themes](/categories/proposal/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated December 20, 2024

**Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting).

To qualify for inclusion in the Proposal category, a product must:

- Provide a repository of documents and templates which can be used to quickly generate proposals
- Integrate with solutions like CRM and CPQ to pull product and customer data
- Offer functionality to quickly and efficiently create and send proposals
- Allow edits and feedback during the proposal process, and track changes made
- Include analytics to evaluate the efficiency of the proposal process

Show More

* * *

## How Do You Choose the Right Proposal Software?

### What You Should Know About Proposal Software

### What is Proposal Software?

Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign.

In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails.

#### What Types of Proposal Software Exist?

**Cloud-based proposal software**

Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call

**On-premise proposal software**

An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal.

### What are the Common Features of Proposal Software?

The following are some core features within proposal software that can help users in various ways:

**Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses.

**Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software.

**Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval.

**Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future.

Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting)

### What are the Benefits of Proposal Software?

**Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal.

**Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines.

### Who Uses Proposal Software?

**Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal.

**Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more.

**Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines.

### What are the Alternatives to Proposal Software?

[CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features.

#### Software Related to Proposal Software

Related solutions that can be used together with proposal software include:

[CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software.

**CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother.

[E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company

### Challenges with Proposal Software

**Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software.

### Which Companies Should Buy Proposal Software?

Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team.

### How to Buy Proposal Software

#### Requirements Gathering (RFI/RFP) for Proposal Software

Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software.

#### Compare Proposal Software Products

**Create a long list**

Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality:

- E-signature
- Template creation
- Media support for images, audio, and video
- Analytics
- Collaboration
- Quote management
- Contract management
- Payment integrations
- Assembly and approval workflows

**Create a short list**

Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM.

**Conduct demos**

Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly.

#### Selection of Proposal Software

**Choose a selection team**

The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software.

**Negotiation**

When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative.

**Final decision**

After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved.

### What Does Proposal Software Cost?

As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay.

The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month. 

Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms. 

#### Return on Investment (ROI)

Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020:

- 55% of buyers see an ROI in 6 months or less
- 28% of buyers see an ROI in 7-12 months
- 10% of buyers see an ROI in 13-24 months
- 7% of all other buyers see an ROI from 24 months onwards

### Implementation of Proposal Software

**How is Proposal Software Implemented?**

Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages:

- Software installation
- Process review and needs analysis
- Design, configuration, and integrations
- Training 
- Post-implementation support 

During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.